Click the Edit icon on any template card in Tallyfy to modify steps, descriptions, settings, and permissions in the Edit view.
Change a template's status
A template’s status tells your team whether it’s still being built or ready to use. Tallyfy has 4 status options:
- Started - Just beginning to create the template (this is the default for new templates).
- In progress - Currently being worked on.
- Finishing - Almost done, possibly under final review.
- Published - Complete and ready to launch processes from.
Method 1: From the Templates list
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Go to Templates in Tallyfy’s left sidebar.
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Find the template you want to update.
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Click the current status shown next to the template name (e.g. “Published”).
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Pick a new status from the dropdown.
Method 2: From the Template Editor (Admins and Standard members with edit rights)
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Open the template in Edit mode by clicking the pencil icon.
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Click the Settings button (cog icon) in the top toolbar.
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Go to the Summary tab.
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Use the Status dropdown to select your new status. The change saves automatically.
Members > Change the role of a member
Administrators in Tallyfy can change any member’s role between Administrator and Standard and Light by going to Settings > Organization > Members and selecting a new role from the dropdown which takes effect immediately.
Templates > Configure your template
Tallyfy’s template settings let you control general options like duplicating and archiving along with summary details and permissions and export IDs so you can organize and restrict who can view or launch processes from any template.
Members > Manage member permissions
Tallyfy lets administrators control Standard member permissions at both the template and running process level across five areas — edit and read and launch and view and duplicate — so you can precisely manage who sees and changes your workflows.
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